BMMM
FISV

Boston Mountain Money Management’s Fiserv Inc FISV Stock Holding History

Boston Mountain Money Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$348K Sell
1,935
-21
-1% -$3.46K 0.2% 40
2024
Q2 		$292K Sell
1,956
-50
-2% -$7.57K 0.19% 42
2024
Q1 		$321K Buy
+2,006
New +$292K 0.22% 40

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Mountain Money Management's FISV Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Fiserv Inc (FISV) stake by 1.1% in Q3 2024, selling an estimated $3.46K and leaving 1,935 shares worth $348K. The position accounts for 0.2% of the portfolio, ranked #40.

Boston Mountain Money Management first reported a position in FISV in Q1 2024 and has held it in 3 quarters since. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Boston Mountain Money Management held 1,935 shares of Fiserv Inc worth $348K as of Q3 2024.
  • Boston Mountain Money Management sold 21 Fiserv Inc shares in Q3 2024, an estimated $3.46K.
  • Fiserv Inc made up 0.2% of Boston Mountain Money Management's portfolio in Q3 2024, its #40 holding.
  • Boston Mountain Money Management first reported a position in Fiserv Inc in Q1 2024 and has held it in 3 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.